13F 机构持仓

Farther Finance Advisors, LLC

SAN FRANCISCO CA · SEC CIK 0001992825

2026Q22026Q1 更早 9 个季度 🔒
$105.90亿2026Q1 申报市值
5,754持仓数
21.1%前十大占比 · 第一大 5.3%
489 / 189新建仓 / 清仓
申报市值走势$128.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.3%
VOO 2.5%
AAPL 2.5%
NVDA 2.1%
DFIV 2.0%
VEA 2.0%
SGOV 1.3%
SCHX 1.2%
MSFT 1.1%
VTV 1.0%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$5,682.58万
DFIV 加仓+$4,179.29万
VEA 加仓+$3,933.21万
VOO 加仓+$3,681.86万
SGOV 加仓+$3,605.91万

2026Q1 卖出最多 按季末市值估算

BND 减仓-$1,423.60万
BIL 减仓-$1,380.85万
OEF 减仓-$1,226.44万
SPYM 减仓-$1,196.10万
CGGR 减仓-$1,145.58万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
— TESLA INC COM 看跌期权 $49.56万0.00%1,300 00.0% — 不变
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY $49.49万0.00%17,031 1,4759.5% $4.29万 加仓
— STATE STREET MY2029 CORPORATE BOND ETF $49.47万0.00%19,959 -11,349-36.2% -$28.13万 减仓
CNH CNH INDL N V SHS $49.46万0.00%44,878 4,57611.4% $5.04万 加仓
GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND $49.44万0.00%8,184 7,8142,111.9% $47.20万 加仓
GSY INVESCO ULTRA SHORT DURATION ETF $49.42万0.00%9,858 7,616339.7% $38.18万 加仓
MPLX MPLX LP COM UNIT REP LTD $49.27万0.00%8,812 -4,484-33.7% -$25.07万 减仓
NTRA NATERA INC COM $49.26万0.00%2,424 512.1% $1.04万 加仓
— NEOS BITCOIN HIGH INCOME ETF $49.18万0.00%14,988 4773.3% $1.57万 加仓
TDUP THREDUP INC CL A $49.16万0.00%145,010 144,941210,059.4% $49.14万 加仓
UPRO PROSHARES ULTRAPRO S&P500 $49.13万0.00%4,954 1,76155.2% $17.47万 加仓
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B $49.00万0.00%19,192 1090.6% $2,783 加仓
AFG AMERICAN FINANCIAL GROUP INC COM $48.97万0.00%3,833 1,46161.6% $18.67万 加仓
DOCU DOCUSIGN INC COM $48.86万0.00%10,144 4604.8% $2.22万 加仓
DTM DT MIDSTREAM INC COMMON STOCK $48.80万0.00%3,646 81828.9% $10.95万 加仓
FTDR FRONTDOOR INC COM $48.75万0.00%8,941 1,06513.5% $5.81万 加仓
UTF COHEN & STEERS INFRASTRUCTURE COM $48.49万0.00%18,544 4,95636.5% $12.96万 加仓
JXN JACKSON FINANCIAL INC COM CL A $48.49万0.00%4,625 -363-7.3% -$3.81万 减仓
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF $48.43万0.00%17,806 8334.9% $2.27万 加仓
RWR STATE STREET SPDR DOW JONES REIT ETF $48.39万0.00%4,764 00.0% — 不变
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF $48.37万0.00%6,277 -993-13.7% -$7.65万 减仓
— STATE STREET MY2030 CORPORATE BOND ETF $48.35万0.00%19,570 -11,929-37.9% -$29.47万 减仓
OKLO OKLO INC COM CL A $48.29万0.00%10,046 -238-2.3% -$1.14万 减仓
GINN INNOVATE EQUITY ETF $48.06万0.00%6,974 -165-2.3% -$1.14万 减仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $48.03万0.00%7,072 -4,209-37.3% -$28.58万 减仓
RKT ROCKET COS INC COM CL A $47.63万0.00%33,010 5,55420.2% $8.01万 加仓
EVUS ISHARES ESG AWARE MSCI USA VALUE ETF $47.62万0.00%14,867 4,41842.3% $14.15万 加仓
MGC VANGUARD MEGA CAP ETF $47.61万0.00%1,998 -201-9.1% -$4.79万 减仓
NWG NATWEST GROUP PLC SPONS ADR $47.61万0.00%30,615 270.1% $420 加仓
JBBB JANUS HENDERSON B-BBB CLO ETF $47.59万0.00%10,147 -236-2.3% -$1.11万 减仓
MP MP MATERIALS CORP COM CL A $47.37万0.00%9,785 -918-8.6% -$4.44万 减仓
SGI SOMNIGROUP INTERNATIONAL INC COM $47.36万0.00%6,435 2,31656.2% $17.05万 加仓
OVV OVINTIV INC COM $47.36万0.00%8,247 -1,762-17.6% -$10.12万 减仓
HUM HUMANA INC COM $47.31万0.00%2,674 -285-9.6% -$5.04万 减仓
ARTY ISHARES FUTURE AI & TECH ETF $47.17万0.00%9,911 5435.8% $2.58万 加仓
CBRE CBRE GROUP INC CL A $47.10万0.00%3,502 37812.1% $5.08万 加仓
LUV SOUTHWEST AIRLS CO COM $47.04万0.00%12,304 -302-2.4% -$1.15万 减仓
TNL TRAVEL PLUS LEISURE CO COM $47.01万0.00%6,581 4397.1% $3.14万 加仓
XEXGX EATON VANCE TAX-MANAGED GLOBAL COM $46.92万0.00%53,019 1,4632.8% $1.29万 加仓
GL GLOBE LIFE INC COM $46.89万0.00%3,339 -877-20.8% -$12.32万 减仓
JAVA JPMORGAN ACTIVE VALUE ETF $46.89万0.00%6,514 -436-6.3% -$3.14万 减仓
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF $46.82万0.00%3,900 00.0% — 不变
— ISHARES GLOBAL TIMBER & FORESTRY ETF $46.81万0.00%6,576 6,576— $46.81万 新建仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $46.80万0.00%89,653 10,88413.8% $5.68万 加仓
GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT $46.68万0.00%86,120 10,68614.2% $5.79万 加仓
UTHR UNITED THERAPEUTICS CORP DEL COM $46.65万0.00%818 -79-8.8% -$4.51万 减仓
VICI VICI PPTYS INC COM $46.58万0.00%16,962 1,63410.7% $4.49万 加仓
DY DYCOM INDS INC COM $46.56万0.00%1,340 796.3% $2.74万 加仓
BBJP JPMORGAN BETABUILDERS JAPAN ETF $46.52万0.00%6,584 10.0% $71 加仓
IR INGERSOLL RAND INC COM $46.51万0.00%5,814 54910.4% $4.39万 加仓
IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF $46.33万0.00%20,293 5,48637.1% $12.52万 加仓
SECT MAIN SECTOR ROTATION ETF $46.32万0.00%7,595 -88-1.1% -$5,367 减仓
AMCR AMCOR PLC COM NEW $46.21万0.00%11,354 11,354— $46.21万 新建仓
VOD VODAFONE GROUP PLC SPONSORED ADR $46.19万0.00%30,530 11,96664.5% $18.10万 加仓
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER $46.19万0.00%9,599 -3,701-27.8% -$17.81万 减仓
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND $46.03万0.00%2,101 -2,577-55.1% -$56.46万 减仓
— FIDELITY DISRUPTIVE AUTOMATION ETF $45.94万0.00%13,617 00.0% — 不变
ACIC AMERICAN COASTAL INS CORP COM $45.88万0.00%41,747 -28,243-40.4% -$31.04万 减仓
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND $45.85万0.00%7,613 -53-0.7% -$3,192 减仓
DMAY FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY $45.85万0.00%10,155 -4,383-30.1% -$19.79万 减仓
CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A $45.75万0.00%269,137 20,5178.3% $3.49万 加仓
L LOEWS CORP COM $45.73万0.00%4,288 56815.3% $6.06万 加仓
FIW FIRST TRUST WATER ETF $45.71万0.00%4,390 73120.0% $7.61万 加仓
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF $45.60万0.00%18,210 8,33284.3% $20.86万 加仓
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND $45.59万0.00%3,535 1,36462.8% $17.59万 加仓
INDA ISHARES MSCI INDIA ETF $45.52万0.00%9,746 98011.2% $4.58万 加仓
GRMN GARMIN LTD SHS $45.47万0.00%1,914 -266-12.2% -$6.32万 减仓
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - MARCH $45.38万0.00%17,921 17,921— $45.38万 新建仓
EXR EXTRA SPACE STORAGE INC COM $45.36万0.00%3,423 942.8% $1.25万 加仓
HBAN HUNTINGTON BANCSHARES INC COM $45.24万0.00%28,487 1,6636.2% $2.64万 加仓
FSV FIRSTSERVICE CORP NEW COM $45.21万0.00%3,272 -532-14.0% -$7.35万 减仓
WH WYNDHAM HOTELS & RESORTS INC COM $45.20万0.00%5,548 -70-1.2% -$5,703 减仓
MTZ MASTEC INC COM $45.13万0.00%1,352 889192.0% $29.67万 加仓
CCL CARNIVAL CORP COMMON STOCK $45.13万0.00%16,978 -740-4.2% -$1.97万 减仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST $45.04万0.00%11,406 00.0% — 不变
USFD US FOODS HLDG CORP COM $45.04万0.00%4,958 51811.7% $4.71万 加仓
RDN RADIAN GROUP INC COM $44.99万0.00%13,624 1,37811.3% $4.55万 加仓
AIT APPLIED INDL TECHNOLOGIES INC COM $44.98万0.00%1,670 -487-22.6% -$13.12万 减仓
BMRN BIOMARIN PHARMACEUTICAL INC COM $44.97万0.00%7,857 3,48479.7% $19.94万 加仓
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF $44.93万0.00%20,084 9,83095.9% $21.99万 加仓
OTIS OTIS WORLDWIDE CORP COM $44.90万0.00%5,797 -711-10.9% -$5.51万 减仓
NRIM NORTHRIM BANCORP INC COM $44.88万0.00%19,172 -11,904-38.3% -$27.87万 减仓
— ISHARES LARGE CAP MAX BUFFER MAR ETF $44.86万0.00%16,903 16,903— $44.86万 新建仓
FICO FAIR ISAAC CORP COM $44.82万0.00%422 00.0% — 不变
VKTX VIKING THERAPEUTICS INC COM $44.78万0.00%13,587 -2,170-13.8% -$7.15万 减仓
COPX GLOBAL X COPPER MINERS ETF $44.78万0.00%5,730 2,68888.4% $21.01万 加仓
KB KB FINL GROUP INC SPONSORED ADR $44.74万0.00%4,437 2295.4% $2.31万 加仓
FUBO FUBOTV INC COM NEW CL A $44.70万0.00%48,586 48,586— $44.70万 新建仓
PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF $44.68万0.00%8,746 5,488168.4% $28.04万 加仓
MXI ISHARES GLOBAL MATERIALS ETF $44.63万0.00%4,138 2,435143.0% $26.26万 加仓
SWKS SKYWORKS SOLUTIONS INC COM $44.54万0.00%8,370 2,74648.8% $14.61万 加仓
— ALBEMARLE CORP 7.25 DEP SHS A $44.50万0.00%6,230 00.0% — 不变
DKS DICKS SPORTING GOODS INC COM $44.29万0.00%2,305 27013.3% $5.19万 加仓
TUA SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF $44.07万0.00%20,927 -15,537-42.6% -$32.72万 减仓
XYL XYLEM INC COM $43.93万0.00%3,587 -45-1.2% -$5,511 减仓
HL HECLA MINING COMPANY COM $43.83万0.00%22,850 9,94277.0% $19.07万 加仓
FXN FIRST TRUST ENERGY ALPHADEX FUND $43.73万0.00%20,080 -8-0.0% -$174 减仓
MCHB MECHANICS BANCORP CL A $43.71万0.00%29,696 60.0% $88 加仓
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $43.69万0.00%8,951 2112.4% $1.03万 加仓
IDA IDACORP INC COM $43.68万0.00%3,037 48118.8% $6.92万 加仓